ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 251 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,552,000 | -0.4% | 34,230 | -2.1% | 1.05% | -4.1% |
| Q3 2019 | $2,563,000 | -26.8% | 34,980 | -27.4% | 1.10% | -28.7% |
| Q2 2019 | $3,499,000 | -5.7% | 48,180 | -6.5% | 1.54% | -7.9% |
| Q1 2019 | $3,711,000 | -34.8% | 51,536 | -39.7% | 1.67% | -41.3% |
| Q4 2018 | $5,693,000 | -23.6% | 85,403 | -16.6% | 2.84% | -12.1% |
| Q3 2018 | $7,453,000 | -46.6% | 102,357 | -47.8% | 3.23% | -49.6% |
| Q2 2018 | $13,956,000 | -18.3% | 196,167 | -15.4% | 6.41% | +460.1% |
| Q1 2018 | $17,080,000 | +0.1% | 231,768 | -0.9% | 1.14% | -85.8% |
| Q4 2017 | $17,063,000 | +2.3% | 233,813 | -0.4% | 8.06% | -0.8% |
| Q3 2017 | $16,686,000 | +7.2% | 234,831 | +4.5% | 8.12% | +3.8% |
| Q2 2017 | $15,561,000 | +78.0% | 224,741 | +69.7% | 7.83% | +75.9% |
| Q1 2017 | $8,743,000 | +10.5% | 132,455 | +2.4% | 4.45% | +9.2% |
| Q4 2016 | $7,913,000 | -20.3% | 129,305 | -11.9% | 4.08% | -22.4% |
| Q3 2016 | $9,928,000 | +6.3% | 146,765 | +4.4% | 5.25% | +8.5% |
| Q2 2016 | $9,336,000 | +44.4% | 140,635 | +44.5% | 4.84% | +41.0% |
| Q1 2016 | $6,467,000 | – | 97,333 | – | 3.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shelter Ins Retirement Plan | 816,500 | $59,613,000 | 30.48% |
| O'Brien Wealth Partners LLC | 728,769 | $54,038,000 | 17.90% |
| Financial Advisors, LLC | 484,535 | $35,366,000 | 14.11% |
| Burt Wealth Advisors | 488,964 | $35,690,000 | 13.15% |
| Peterson Wealth Advisors, LLC | 363,847 | $26,557,000 | 10.81% |
| Personal Wealth Partners | 257,321 | $18,782,000 | 8.48% |
| Verde Capital Management | 240,159 | $17,531,000 | 7.72% |
| Monterey Private Wealth, Inc. | 181,967 | $13,602,000 | 7.49% |
| JANICZEK WEALTH MANAGEMENT, LLC | 231,002 | $16,861,000 | 6.72% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 192,545 | $14,054,000 | 6.52% |